See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,131 | $72,277-34.8% | $101,248-53.5% | $79,858-41.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.42% | 22.30%-28.7pp | 46.47%-52.9pp | 31.71%-38.1pp |
| Employer contribution / active EE | $51 | $2,692-98.1% | $3,660-98.6% | $2,471-97.9% |
| Participant deferral / active EE | $75 | $3,282-97.7% | $4,370-98.3% | $3,740-98.0% |
| Admin fee / account holder | $6,793 | $4,400+54.4% | $5,945+14.3% | $5,306+28.0% |